Geneos Wealth Management Inc. American Centy ETF Tr Avantis Transaction History

Geneos Wealth Management Inc.

  • $2.77 Billion
  • Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 620 shares of AVLV stock, worth $40,114. This represents 0.0% of its overall portfolio holdings.

Number of Shares
620
Previous 400 55.0%
Holding current value
$40,114
Previous $26,000 57.69%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$65.51 - $71.22 $14,412 - $15,668
220 Added 55.0%
620 $41,000
Q3 2024

Nov 14, 2024
BUY
$60.05 - $65.83 $9,367 - $10,269
156 Added 63.93%
400 $26,000
Q2 2024

Jul 23, 2024
BUY
$60.74 - $64.14 $14,820 - $15,650
244 New
244 $15,000

Others Institutions Holding AVLV

# of Institutions
355
Shares Held
65.9M
Call Options Held
0
Put Options Held
100
View Full List

About AMERICAN CENTY ETF TR AVANTIS

AVLV Quotes by TradingView
  • Ticker AVLV
More about AVLV
Track This Portfolio

Track Geneos Wealth Management Inc. Portfolio

Follow Geneos Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Geneos Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Geneos Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email